Contractor invoice template

This template is for trades and building work: electricians, plumbers, joiners, decorators and general contractors billing a job or a stage of one. A contractor's invoice has to separate labour from materials, name the site, and account for any deposit taken upfront. The layout has room for all three, and it works in a phone browser, so the invoice can go out the day the job is signed off.

The checklist

What to include

  • Your trading name, phone number and business address
  • The customer's name and billing address, and the site address if the work was elsewhere
  • Labour, as hours at your rate or a fixed price per task
  • Materials on their own lines with quantities, so they can be checked against what was fitted
  • Call-out charges, equipment hire and waste disposal, each on a separate line
  • Any deposit already paid, entered under “Amount paid”, and the balance due
  • Payment terms and your bank details
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Preview of the contractor template

Practical tips

What makes a good contractor invoice

Split labour and materials

Customers want to see what the parts cost, and your records need the split. Under the UK Construction Industry Scheme it also affects what you receive: HMRC says contractors don't take CIS deductions from materials you paid for directly, VAT, or plant hired for the job, and may ask for your receipts.

Show deposits and retentions

If you took a deposit for materials, enter it under “Amount paid” so the PDF shows the balance due. If the contract holds back a retention until a defects period ends, note the percentage and release date.

Quote first, then invoice the same lines

If you priced the job with an estimate, a free account turns it into an invoice in one click. Add variations as extra lines rather than editing the ones the customer agreed.

Invoice promptly

Invoicing the day you finish starts the payment clock sooner. In a free account, save call-outs and standard jobs as reusable items.

Guides

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